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B4Q Assurance CPA PC

Freelance CPA (Montana)

Career Insights for Financial Planner / Investment Consultant

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$109,068 / year median in Montana

+3% projected growth

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Job Description

Job Summary B4Q Assurance CPA PC is a full-service CPA firm based in Spokane, Washington, providing
SOC 1/SOC 2/SOC 3
attestation, bookkeeping, tax, payroll, auditing, valuation, and advisory services to businesses across the US. We're looking to bring on a freelance/contract CPA to support our growing client base. What you'll work on : Tax planning, preparation & filing Bookkeeping & financial statement review SOC readiness support & compliance-adjacent financial work Client advisory & consulting (as needed) What we're looking for: Active CPA license (in the radius of 5-10miles of Montana State preferred) AICPA-affiliated or equivalent credential Comfortable working with US-based startups through mid-size businesses Reliable, detail-oriented, and client-facing Interested? Message us here on LinkedIn or reach out directly: Call or Whatsapp +1 (202) 212-9700 Mail us - info@b4q.us Add - 100 N Howard St #4152, Spokane, WA 99201
Work Location:
Remote Work Location:
Hybrid remote in Montana City, MT 59635